Week of August 23: structured note templates

Progress note templates can now include checkboxes and dropdowns you fill in as a form, and client charts open on the Overview view where typing a note is one click.

New

• Progress note templates can now have structured fields. In Settings → Note Templates, edit any template and flip a section to Structured fields — then add checkboxes, dropdowns, Yes/No questions, dates, and short answers, with a Required option per field. When you type a note from that template, those sections appear as a form to fill in instead of a blank text box — made for the notes that are mostly categorical, like a biopsychosocial or a mental status exam. The saved note reads as clean "Label: answer" lines everywhere a note appears (printing, supervision, reports). Reopening the note brings the form back — your selections stay selections, not frozen text. Regular free-text sections work exactly as before, and templates can mix both kinds.

Improved

• Charts open on Overview. Client charts now open on the Overview view, where every appointment that still needs a note has Add note: Type, Dictate, or Live Session buttons right on it — typing your note yourself is always front and center, no AI involved. If you've picked a view before, your choice is remembered and nothing changes. Group-therapy charts open on Timeline.